Filed: 7/7/2025ACC: 0001095449-25-000050
📋 What this filing means
WILSON & BOUCHER CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 110 equity positions with a total reported market value of $143.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
110
Positions
$143.37M
Total AUM (reported)
1.41M
Total Shares
Allocation by class
COMMON$142.00M99.0%
CLASS C$822.8K0.6%
CLASS B$543.1K0.4%
Portfolio Concentration
Top 3$29.53M20.6%
4–10$27.92M19.5%
11–25$31.94M22.3%
Rest$53.98M37.6%
Top 3 weight
20.6%
Top 10 weight
40.1%
Voting Authority Distribution
Total shares with voting rights: 1.41M
Sole
Full voting authority
1.41M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole110
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings110
Rows:
Vanguard Total Stock Mkt ETF
SOLEShares53.01K
TypeSH
Market value$16.11M
11.24%
Sole
53.01K
Shared
0.00
None
0.00
Apple
SOLEShares34.79K
TypeSH
Market value$7.14M
4.98%
Sole
34.79K
Shared
0.00
None
0.00
Schwab US Broad Market ETF
SOLEShares263.44K
TypeSH
Market value$6.28M
4.38%
Sole
263.44K
Shared
0.00
None
0.00
Vanguard Index Small Cap ETF
SOLEShares19.87K
TypeSH
Market value$4.71M
3.28%
Sole
19.87K
Shared
0.00
None
0.00
Vanguard Mid Cap Index ETF
SOLEShares15.90K
TypeSH
Market value$4.45M
3.10%
Sole
15.90K
Shared
0.00
None
0.00
Vanguard FTSE All-World Ex-US
SOLEShares62.78K
TypeSH
Market value$4.22M
2.94%
Sole
62.78K
Shared
0.00
None
0.00
Microsoft
SOLEShares8.08K
TypeSH
Market value$4.02M
2.80%
Sole
8.08K
Shared
0.00
None
0.00
Novo Nordisk A/S ADR Fmly Novo
SOLEShares53.34K
TypeSH
Market value$3.68M
2.57%
Sole
53.34K
Shared
0.00
None
0.00
Stryker
SOLEShares8.77K
TypeSH
Market value$3.47M
2.42%
Sole
8.77K
Shared
0.00
None
0.00
Vanguard Index Growth ETF
SOLEShares7.70K
TypeSH
Market value$3.38M
2.35%
Sole
7.70K
Shared
0.00
None
0.00
Oracle
SOLEShares14.98K
TypeSH
Market value$3.28M
2.28%
Sole
14.98K
Shared
0.00
None
0.00
Vanguard Dividend Appreciation
SOLEShares15.99K
TypeSH
Market value$3.27M
2.28%
Sole
15.99K
Shared
0.00
None
0.00
Vanguard Value ETF
SOLEShares15.95K
TypeSH
Market value$2.82M
1.97%
Sole
15.95K
Shared
0.00
None
0.00
SPDR Utilities Select ETF
SOLEShares29.98K
TypeSH
Market value$2.45M
1.71%
Sole
29.98K
Shared
0.00
None
0.00
Caterpillar
SOLEShares6.03K
TypeSH
Market value$2.34M
1.63%
Sole
6.03K
Shared
0.00
None
0.00
SPDR Health Care Select Sctr E
SOLEShares17.09K
TypeSH
Market value$2.30M
1.61%
Sole
17.09K
Shared
0.00
None
0.00
Vanguard Total World
SOLEShares16.30K
TypeSH
Market value$2.10M
1.46%
Sole
16.30K
Shared
0.00
None
0.00
Procter & Gamble
SOLEShares11.69K
TypeSH
Market value$1.86M
1.30%
Sole
11.69K
Shared
0.00
None
0.00
SPDR Technology Sector ETF
SOLEShares6.81K
TypeSH
Market value$1.73M
1.20%
Sole
6.81K
Shared
0.00
None
0.00
Schwab Charles Corp New
SOLEShares18.90K
TypeSH
Market value$1.72M
1.20%
Sole
18.90K
Shared
0.00
None
0.00
Vanguard Emerging Markets ETF
SOLEShares34.38K
TypeSH
Market value$1.70M
1.19%
Sole
34.38K
Shared
0.00
None
0.00
Wal Mart Stores
SOLEShares17.16K
TypeSH
Market value$1.68M
1.17%
Sole
17.16K
Shared
0.00
None
0.00
Pepsico
SOLEShares12.41K
TypeSH
Market value$1.64M
1.14%
Sole
12.41K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares10.10K
TypeSH
Market value$1.54M
1.08%
Sole
10.10K
Shared
0.00
None
0.00
Abbott Laboratories
SOLEShares11.11K
TypeSH
Market value$1.51M
1.05%
Sole
11.11K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Vanguard Total Stock Mkt ETFSOLE | Common | 53.01K | SH | $16.11M 11.24% | 53.01K | 0.00 | 0.00 |
AppleSOLE | Common | 34.79K | SH | $7.14M 4.98% | 34.79K | 0.00 | 0.00 |
Schwab US Broad Market ETFSOLE | Common | 263.44K | SH | $6.28M 4.38% | 263.44K | 0.00 | 0.00 |
Vanguard Index Small Cap ETFSOLE | Common | 19.87K | SH | $4.71M 3.28% | 19.87K | 0.00 | 0.00 |
Vanguard Mid Cap Index ETFSOLE | Common | 15.90K | SH | $4.45M 3.10% | 15.90K | 0.00 | 0.00 |
Vanguard FTSE All-World Ex-USSOLE | Common | 62.78K | SH | $4.22M 2.94% | 62.78K | 0.00 | 0.00 |
MicrosoftSOLE | Common | 8.08K | SH | $4.02M 2.80% | 8.08K | 0.00 | 0.00 |
Novo Nordisk A/S ADR Fmly NovoSOLE | Common | 53.34K | SH | $3.68M 2.57% | 53.34K | 0.00 | 0.00 |
StrykerSOLE | Common | 8.77K | SH | $3.47M 2.42% | 8.77K | 0.00 | 0.00 |
Vanguard Index Growth ETFSOLE | Common | 7.70K | SH | $3.38M 2.35% | 7.70K | 0.00 | 0.00 |
OracleSOLE | Common | 14.98K | SH | $3.28M 2.28% | 14.98K | 0.00 | 0.00 |
Vanguard Dividend AppreciationSOLE | Common | 15.99K | SH | $3.27M 2.28% | 15.99K | 0.00 | 0.00 |
Vanguard Value ETFSOLE | Common | 15.95K | SH | $2.82M 1.97% | 15.95K | 0.00 | 0.00 |
SPDR Utilities Select ETFSOLE | Common | 29.98K | SH | $2.45M 1.71% | 29.98K | 0.00 | 0.00 |
CaterpillarSOLE | Common | 6.03K | SH | $2.34M 1.63% | 6.03K | 0.00 | 0.00 |
SPDR Health Care Select Sctr ESOLE | Common | 17.09K | SH | $2.30M 1.61% | 17.09K | 0.00 | 0.00 |
Vanguard Total WorldSOLE | Common | 16.30K | SH | $2.10M 1.46% | 16.30K | 0.00 | 0.00 |
Procter & GambleSOLE | Common | 11.69K | SH | $1.86M 1.30% | 11.69K | 0.00 | 0.00 |
SPDR Technology Sector ETFSOLE | Common | 6.81K | SH | $1.73M 1.20% | 6.81K | 0.00 | 0.00 |
Schwab Charles Corp NewSOLE | Common | 18.90K | SH | $1.72M 1.20% | 18.90K | 0.00 | 0.00 |
Vanguard Emerging Markets ETFSOLE | Common | 34.38K | SH | $1.70M 1.19% | 34.38K | 0.00 | 0.00 |
Wal Mart StoresSOLE | Common | 17.16K | SH | $1.68M 1.17% | 17.16K | 0.00 | 0.00 |
PepsicoSOLE | Common | 12.41K | SH | $1.64M 1.14% | 12.41K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | Common | 10.10K | SH | $1.54M 1.08% | 10.10K | 0.00 | 0.00 |
Abbott LaboratoriesSOLE | Common | 11.11K | SH | $1.51M 1.05% | 11.11K | 0.00 | 0.00 |
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